August 4, 2020
Foreigners’ interest in investing in the U.S. has continued to increase. But are your foreign clients aware of their potential U.S....
C3 Financial Partners

Our Insights

March 24, 2020
Jay Judas, CEO of Life Insurance Strategies Group interviewed Celeste C. Moya, C3 Partner. Celeste is featured in their recent...
December 6, 2019
Earlier this year, we formed a strategic alliance with LifeTrends, a life insurance analytics company. LifeTrends provides up-to-date product pricing,...
November 25, 2019
When the Right Thing I entered the life insurance business four decades ago and was representing one insurance company.  In...
November 19, 2019
As the old saying goes, you can’t take it with you. While this saying is usually brought up to justify...
September 9, 2019
Over the course of more than three decades' experience in this area, we have worked to understand what makes some...
July 29, 2019
In the life insurance and financial planning fields, several measures are used when considering what makes a good advisor. Advanced...
May 24, 2019
Recently, the Dallas Foundation reached out to C3 Founder (formerly Texas Financial Partners) Todd S. Healy to write an article...
April 3, 2019
Global citizens doing business in the United States are a growing clientele in the financial services industry.  As the global...
April 3, 2019
LEER EN INGLES Los extranjeros no residentes que hacen negocios en los Estados Unidos constituyen una clientela en constante...
February 19, 2019
When affluent multigenerational families contemplate the transfer of their assets across generations, they find themselves caught in complex legal structures...
October 28, 2018
LEER EN INGLES Los individuos acomodados que pueden permitirse primas de seguro de vida, pero que prefieren no liquidar...
October 28, 2018
Affluent individuals who can afford life insurance premiums but prefer not to liquidate assets or redirect cash flow to pay...
August 25, 2018
The Origin of Our Client Continuity Merger When C3 Financial Partners came together, we came up with a model that...
June 7, 2018
The phrase “Family Business” can conjure up various images.  One may be an image of multiple generations of family members...
August 1, 2017
We’ve got the Traditionalists, the Baby Boomers, Generation X, and the Millennials — four generations all in adulthood. And there’s...